-25.2%
VSTS price history and return analytics
+72.3%
-97.5%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.3% |
| 7D | -4.2% | -2.3% | -1.9% | -1.5% |
| 30D | +1.9% | -5.0% | +6.8% | +8.5% |
| 3M | +2.5% | -4.9% | +7.4% | +9.1% |
| 6M | +54.0% | -1.5% | +55.6% | +55.2% |
| YTD | +112.9% | +8.5% | +104.4% | +87.9% |
| 1Y | +172.0% | +11.4% | +160.7% | +130.8% |
| 3Y | -15.3% | +70.1% | -85.4% | -62.4% |
| All | -25.2% | +72.3% | -97.5% | -67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling